Context Filters - Allow Multi-Select Picklist of values in the field to allow more flexibility
In step 1 of the guided selling process, If we select product A1, we can display product B, C and D in step 2 based on the 'Include Context Filters' field called ‘Product Dependency’. What we are looking to do is find a way to show a different list of products under Product A1 and A2.
Step 1 Product Selected
Step 2 Products to Appear
Product E *
* Should only appear for the late A2 Product
The challenge we are facing is that a Product field called ‘Product Dependency’ that is used in the ‘Context Filters’ can only have 1 value and the product that you select in step 1 needs to match with the products you want to have appear in step 2. There are 3 products that we want to appear with product A1 so we have a value in the ‘Product Dependency’ set to ‘A1’. We then have 5 products we want to appear with product A2, so we want have a value in the 'Product Dependency' set to 'A2', but we cannot have two values on product A2, so we set it to A2 for products A2, E & F and E/F show up correctly when product A2 is selected but the B/C/D products do not appear when A2 is selected in step 1 as they do not have a value that matches.
When we set the Step 1 product (A1) to be ‘A1’, and we select this product in step 1, only B/C/D products will appear in step 2, exactly as we want.
How can I get products B/C/D to appear in step 2 when A1 or A2 is selected and have products E/F appear in step 2 only when A2 is selected?
This is something that is very powerful and we were glad to hear that this was possible from our implementation team, but now that we are facing this issue, there seems like there should be a feature or option to allow us to do this.
The only solution we can think of at this time is to duplicate products B/C/D (B1/B2) and set the 'Context Filter' field to match the product selected in step 1. But this creates duplicate products that need to be managed going forward.
Is there a way to allow the context filter field to be a 'Multi-select' list? This would allow us to set multiple values that would display the step 2 products. This would mean that custom fields in Zuora would need to allow for a multi-select picklist.
Or are there any other ways of achieving this?
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.